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PROFESSIONAL TAX PREPARATION FORM NATIONWIDE

PROFESSIONAL TAX PREPARATION

We can prepare your taxes for you professionally. By answering our
Tax questionare, we can get a better picture of your overall tax situation.

Fill out the online form by clicking the form on the right and we can process your form and respond to you
within 24 - 48hrs

* DEPENDENT CHILDREN: (NOTE: CHILDREN OVER AGE 18 MUST BE FULL TIME STUDENTS IF THEY HAVE
INCOME OVER $3050 )

** NAMES, SOCIAL SECURITY NUMBERS AND DATES OF BIRTH OF ALL OTHER RELATIVES WHO LIVED WITH
YOU FOR PART OF THE YEAR OR FRIENDS WHO LIVED WITH YOU THE ENTIRE YEAR, HAD TAXABLE INCOME
UNDER $3050 AND WHOSE SUPPORT WAS PROVIDED

Pro Tax Input Form

Tax Checklist TAX LINE: 1-800-928-6154 FREE CONSULTATION
Preparation Checklist TAX FAX LINE: (209) 249-5270

USA Tax Relief Group has designed this checklist as your personal guide to compiling your tax documents. It is not a
legal document; it may, however, save you time and remind you which tax documents you've accrued throughout the
year.
Personal Data

Social Security Numbers (including spouse and children)
Child care provider : Name, address and tax I.D. or Social Security Number
Alimony paid: Social Security Number

Employment & Income Data

W-2 forms for this year
Unemployment compensation: Forms 1099-G
Miscellaneous income including rent: Forms 1099-MISC
Partnership, S Corporation, & trust income: Schedules K-1
Pensions and annuities: Forms 1099-R
Social Security/RR1 benefits: Forms RRB-1099
Alimony received
Jury duty pay
Gambling and lottery winning
Prizes and awards
Scholarships and fellowships
State and local income tax refunds: Form 1099-G

Homeowner/Renter Data

Residential address(es) for this year
Mortgage interest: Form 1098
Sale of your home or other real estate: Form 1099-S
Second mortgage interest paid
Real estate taxes paid
Rent paid during tax year
Moving expenses

Financial Assets

Interest income statements: Form 1099-INT & 1099-OID
Dividend income statements: Form 1099-DIV
Proceeds from broker transactions: Form 1099-B
Retirement plan distribution: Form 1099-R

Financial Liabilities

Auto loans and leases (account numbers and car value) if vehicle used for business
Student loan interest paid
Early withdrawal penalties on CDs and other time deposits

Automobiles

Personal property tax information

Expenses

Gifts to charity (qualified written statement from charity for any single donations of $250 or more)
Unreimbursed expenses related to volunteer work
Unreimbursed expenses related to your job (travel expenses, uniforms, union dues, subscriptions)
Investment expenses
Job-hunting expenses
Job-related education expenses
Child care expenses
Medical Savings Accounts
Adoption expenses
Alimony paid
Tax return preparation expenses and fees

Self-employment Data

Business income: Forms 1099-MISC and/or own records
Partnership SE income: Schedules K-1
Business-related expenses: Receipts, other documents & own records
Farm-related expenses: Receipts, other documents & own records
Employment taxes & other business taxes paid for current year: Payment records

Miscellaneous Tax Documents

Federal, state & local estimated income tax paid for current year: Estimated tax vouchers, cancelled checks & other
payment records
IRA, Keogh and other retirement plan contributions: If self-employed, identify as for self or employees
Records to document medical expenses
Records to document casualty or theft losses
Records for any other expenditures that may be deductible
Records for any other revenue or sales of property that may be taxable or reportable

Select Your State

Return Type:

Last name:

First name:

SSN#:

DOB:

Spouse Last name:

Spouse First name:

DOB:

SSN#:

Your email address:

Home number:

Dependents Name

SSN#:

Dependents Name

2007 Income

Interest

Self Employed

Dividents

Unemployment:

Sale of Stocks and
Bond/other Property?

Farm Income

Alimoney:

Social Security:

Pension or IRA

Comments: